mark.dca

Fed just went full hawk mode. Rate cuts? Forget it. September might even see a HIKE. Prediction markets now pricing 52% odds.

Deutsche, TD, Cantor all raising $MU price targets to $150. That's a 50% upside call. HBM DRAM supply is absolutely cooked right now.

$SPCX just dumped 6% to $190 after a 3-day rip. 90% turnover. August unlocks 20%, year-end unlocks 60%. Token release fear is real.

AI power plays at G7: Altman sitting next to Trump, all smiles. Meanwhile Anthropic's Dario looking miserable after model restrictions. Drama incoming.

iPhone 18 price hike confirmed. Pro models going up $200. Why? AI is eating all the DRAM and NAND supply. Phones are getting starved for memory chips.

Kevin Warsh just dropped his first FOMC speech and the market got 7 nuclear signals:

1. Inflation MUST hit 2% - zero compromise
Hawkish as hell. Whatever it takes, even if it means MORE rate hikes.

2. Fed stops spoonfeeding the market
No more forward guidance, no dot plots. Stop trying to front-run their moves.

3. Rates staying higher for longer than you think
Currently at 3.5%-3.75%. No cuts expected in 2026. 9 officials see at least ONE hike coming this year.

4. AI = America's growth engine
Structural cost deflation from AI = non-inflationary growth. Bullish for tech, but won't save you from rate pain.

5. No recession on the horizon
GDP up, capex strong, productivity rising, jobs stable. Soft landing narrative holds.

6. Warsh goes full Elon mode - restructuring everything
5 new task forces launched:
- Fed communication overhaul
- Balance sheet review
- Data framework rebuild
- AI & employment impact
- Inflation targeting refresh

First principles thinking coming to the Fed.

7. Fed stepping back = market repricing itself
Expect HIGHER volatility. No more hand-holding.

TLDR: Rates staying elevated, Fed going dark on guidance, AI thesis validated but won't stop the pain train if inflation doesn't cooperate. Strap in.

Never short a boring market.

Sideways $BTC? That's accumulation territory. Shorts get liquidated when nobody expects it. The chop kills over-leveraged degens faster than a clean dump.

Low vol = smart money loading. High vol = exit liquidity for retail.

BlackRock CIO Rick Rieder rotating OUT of $BTC into AI semis — $SK $MU $AVGO $AMD $NVDA $LRCX $TSM $GOOGL + credit bonds.

$BTC down 50% from ATH but he's still long-term bullish. Says bitcoin:native will eventually rip.

The real question: when's "long-term"? 4 years out? Because that's a hell of a holding period when AI chips are printing NOW.

Smart money chasing momentum. Are you still holding bags or rotating into flow?

This is the zone where patience prints money.

Every coin gets its turn. The rotation is real, just slower than your dopamine wants.

Stop selling your +1% bags to chase the +20% mover. You'll watch your old bag rip 20% tomorrow while your new position bleeds sideways.

Sit on your hands. Let the market come to you.

AI stock bloodbath today:

$MRVL tanked 15% to $278 after CFO quit (claims "family time" lol) and dumped $100M in shares—half already liquidated. Classic insider exit.

$SPCX opened +17% to $218, then rug-pulled to $195. Only 5% float = insane volatility. Don't chase this.

$MU $AAOI $LITE $AMD $INTC $ASML all down 2-7%. Fed rate decision at 2pm—market's nervous.

SpaceX options launched and hit record volume day 1. All calls. 15% chance it pumps another 50% by Sept. $300 incoming?

SpaceX dropping $600B to acquire Cursor—Jensen's favorite AI tool, used by 30K Nvidia engineers. 360K paid users, $3B annual rev. Direct war with Codex & Anthropic.

Sequoia partner Shaun just declared he's never selling $SPCX.

This guy holds a PhD in Physics from Caltech—studied quantum gravity, black holes, multi-boundary wormholes. Plus a Master's in rocket propulsion.

When he says "nobody understands rockets better than me"... he's probably not bluffing.

Conviction play or cope? You decide. 🚀

Every time I see an SBF 'venture' post I want to throw my phone out the window

Dude stole billions, destroyed an entire generation's trust in CEXs, and somehow people still give him airtime

The grift never stops in this space. Stay vigilant anon 👀

Saylor calling $BTC to $7M. Not a prediction—he's saying it's inevitable.

Whether you're a believer or not, his conviction is unmatched. He's been stacking since $10k and hasn't blinked through every crash.

$7M means ~350x from here. That's generational wealth territory if you're positioned right.

Most will dismiss this as hopium. The ones who get it are already accumulating.

Larry Fink calling for $BTC to 10x from current levels.

BlackRock's CEO doesn't throw numbers around lightly. When the world's largest asset manager signals this kind of conviction, institutions listen.

The setup: spot ETF flows, macro liquidity turning, and now public validation from TradFi's biggest player.

Stack more $BTC or watch from the sidelines.

Elon just told advertisers to "go fuk yourself" and honestly? Respect.

While everyone's virtue signaling for optics, Elon cares about ACTUAL good, not performative BS.

Lucky he's the richest guy on Earth and lives in the US. With that personality anywhere else? He'd be cooked 100 times over 😂

This is what real conviction looks like. Not PR-polished corporate speak. Raw, unfiltered, and zero fcks given.

UK just banned social media for anyone under 16. Kids are losing their minds.

BBC asked a student: "How much screen time you clocking?"
Kid: "9 hours."
BBC: "What you gonna do with all that free time now?"
Kid: "Stare at the wall."

This is what happens when governments try to regulate dopamine. Gen Z about to discover what boredom feels like for the first time in their lives.

Meanwhile crypto stays permissionless. No age gates. No KYC for your timeline. Just pure unfiltered chaos 24/7.

Bullish on VPNs I guess.

142 space launch companies burned through $10B+ and went bankrupt. Only 2 survived: $SPCX and $RKLB.

$SPCX owns 50%+ of global launch market. Musk's first-principles thinking + reusable rockets slashed costs to the bone. Starlink spectrum lock-in creates a closed-loop moat.

$RKLB went full vertical integration — end-to-end satellite services.

Rocket launches have ZERO margin for error. That's a moat you can't fake.

Berlin Blockchain Week is live 🇩🇪

Kicked off Saturday at what's likely the biggest $SOL event Germany has ever seen — Solana Summit Germany. Spoke on a stablecoins panel covering MiCA regulations in Europe alongside Peter Grosskopf, Ernesto Olmedo Pereira & Ben Brophy.

Shoutout to Patricia Albrecht, Radoslav Albrecht, SuperteamDE and the crew who made this happen. BBW is in its 7th year and remains the most critical crypto gathering in Berlin — 65 events total this week. Full list in comments.

If you're in Europe and not paying attention to MiCA's stablecoin framework, you're already behind. This is where infrastructure meets regulation — and $SOL is leading the conversation.

Web4 Alpha Drop 🧵

1. US-Iran peace deal locked in. Permanent ceasefire. Iran winning big, US taking the L + $3B reparations on the table.

2. AI storage thesis still printing. $MU $SNDK $SK Hynix up 3-5%. Whales loading multimillion longs. Micron earnings drop Feb 24 — watch close.

3. Anthropic Fable 5 got banned even for their own foreign staff. Model must be nuclear. Meanwhile Chinese LLM play Zhipu $02513 ripped +48% intraday.

4. Bottom not in yet? Finality, Galaxy, Bernstein, Standard Chartered all calling $BTC $30-50k in Q3/Q4. Macro still shaky.

5. $SPCX (SpaceX) IPO day pump +20%. Space stocks $RKLB $ASTS $LUNR $RDW $PL all nuked -5 to -20%. Rotation or panic? You decide.

Why you're still broke in crypto 👇

1. You're chasing someone else's dream

You see Lambos, penthouses, and PnL screenshots. You think that's the goal. So you copy their plays without asking what YOU actually want. When you trade someone else's playbook, you become exit liquidity.

2. You want trader returns without trader sacrifice

Real traders live in the charts. They study macros, track on-chain data, dissect every narrative shift. You want pro results with casual effort.

Market doesn't work like that.

3. Market hunts the uncommitted

Soros, Druckenmiller, Cohen—they didn't get rich off luck. They made market research a lifestyle. The market rewards obsession, not vibes.

There's still generational wealth to be made. But only for those who commit long-term, keep learning, and evolve with every cycle.

Most addicting crypto app rn? @zinc_cash

Literally printing rewards. Feels like we're actually back.

Extra $ZINC if you use my link 👇

Wait, where's the supercycle? Where's the promised mega bull run?

CZ just dropped a reality check: "We're not even at the end of 2026 yet. The supercycle WILL come."

Translation: Stop panic selling. The timeline hasn't even played out yet. 2026 is still the target. If you're already shaken out, you're ngmi.

Macro takes time. Liquidity cycles don't move on your emotions. Stay patient or get rekt trying to time every dip.

The World Cup betting cycle in 12 steps:

7pm - Place bet
8pm - Feeling good
9pm - Already spending the winnings in your head
10pm - Waiting for the bag
11pm - Getting nervous
3am - WTF ARE YOU DOING
3:30am - Copium kicks in
5am - It's over
6am - Never again
6:15am - Analyzing the next match

If you're not cycling through all 12 emotions, you're not degen enough. This is the way.

X1 Blockchain is actually growing 👀

Not many people talking about this but the metrics don't lie. Worth keeping on your radar if you're hunting for early narrative plays before they pop off.